A Virtual Partner Program
Chapter Member Event

Wednesday, December 18, 2024
12:00 PM - 1:00 PM ET

Addressing investor expectations,
meeting compliance needs, and
maintaining focus and efficiency
have become essential priorities and can present opportunities for companies.

Register Here!

Read More

How the Elections May Reshape
Global Politics and Economics

Thursday, November 21, 2024
12:30 PM - 1:30 PM ET
Virtual Event

Register Here!

Our Panel of Experts:

4 Venue Options:
Philadelphia Suburbs
Philadelphia Downtown
New Jersey / Delaware
Virtual

We are thrilled to announce our upcoming NIRI Philly events, designed to bring our community closer together and share challenges, wins, and best practices. This month, we’ve selected unique locations for intimate networking gatherings. It’s the perfect chance to connect with and learn from fellow members in a more personal setting while enjoying cocktails and appetizers!

Event Highlights:

• Three Convenient Locations (plus virtual option): Choose the one(s) that suits you best.
• Exclusive Networking: Engage with local peers and industry leaders.
• Board Member Presence: Meet and interact with a couple of our board members at each event.

Thursday, September 26, 2024
5:00 - 7:00 PM
(RSVP by September 19 - space is limited)

In Person Event

 

Professional Media Training

---

Brand. Image. Reputation.

All qualitative concepts, but they can have a meaningful impact on your company’s valuation. In fact, in the U.K., this qualitative concept is an actual balance sheet asset.

One way to improve your intrinsic value is through the effective use of Broadcast Media. However, this is also a double-edged sword.

We've all seen it. The CEO of a public company appears on CNBC, Bloomberg, or Fox Business News and knocks it out of the park. A minute later, another CEO appears on the same program and completely fails.

First, how do you even secure these opportunities for your C-Suite? Second, and more importantly, how do you assure that these appearances are a success and enhance your company’s image?

NIRI Philadelphia is hosting an impactful one-of-a-kind event where you can learn the tools, techniques, and tips to help you and your C-Suite executives prepare for and capitalize on Broadcast Media opportunities. We have lined up former national network broadcast news anchors, who have made a living appearing in front of the camera to help you understand what makes a successful financial media appearance and enables your C-Suite to strengthen their credibility and value.

This will be followed by social networking time with other Philadelphia Chapter members.

And some fun NIRI keepsakes too!

Space is limited

To register or if you have questions, please email: 

Heathe Cooper: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

NIRI Philadelphia would like to thank our sponsors for their continued support:

Wednesday, September 4th, 2024
5:30- 6:30 PM ET
Virtual Event

 

Network with Fellow NIRI Members and Hear What's in Store for Our Year Ahead!

Our kick-off session for NIRI Philadelphia’s 2024/2025 season is on Wednesday, September 4th. We’ve revamped programming for the year to maximize the value of your membership and we want you to have the first look. This facilitated event will include a robust networking experience to help you meet new members and deepen existing ones. We have a few SURPRISES up our sleeves, but you’ve got to be present to get one! 

FREE for NIRI Philadelphia Members

Guests are also welcome to attend this event for free 

 Register here!

  

NIRI Philadelphia would like to thank our sponsors for their continued support:

May 8, 2024
5:45pm - 8:00pm

 

NIRI Philadelphia Spring Social

May 8, 2024 5:45pm - 8:00pm

Come network and mingle at the NIRI Philadelphia Chapter Spring Social!

We hope you can join us for a Spring Social taking place on May 8th! Stop in and join your colleagues for an evening of mingling with friends and business associates. Snacks and beverages will be provided.

Event Details:

Date: Wednesday, May 8, 2024

Time: 5:45pm - 8:00pm

Location: Yards Brewing | 500 Spring Garden Street | Philadelphia, PA 19123

Parking: on 5th Street

Fees:

NIRI Philadelphia Chapter Members: Free

Non-Chapter Members or Guests: $20 

 Register here!

  

NIRI Philadelphia would like to thank our sponsors for their continued support:

Wednesday, March 27, 2024
12:00 - 1:00pm ET

 

SAVE THE DATE

Inside the Indices - A Special Session with NYSE's Head of Index Advisory

March 27th 12-1pm ET

Join us for an insightful webinar featuring Phil Galdi, the NYSE's Head of Index Advisory. Phil will bring his 30+ years of Index experience to help break down the evolving index landscape, which indices matter most, and where IROs should be spending their time.

Phil Galdi is Head of Index Advisory Services at NYSE.  In this role he helps corporate issuers understand how indices work, identify which indices have the greatest impact and determine what can be done to improve chances of inclusion in those that matter most.  He also acts as an advocate on issuers' behalf with the index providers.  

Previously, Phil was Head of Indices at ICE Data Indices, LLC ("IDI") where he was responsible for IDI's index families spanning the global fixed income, equity, commodity and currency markets.

 

Prior to joining IDI, Phil was Head of Global Bond Index Research at BofA Merrill Lynch Global Research where he spent over 30 years developing and managing their fixed income, commodity and currency index platform that was acquired by ICE in 2017.

 Complimentary for NIRI Philadelphia and NIRI Twin Cities members

 Register here!

 

 

NIRI Philadelphia would like to thank our sponsors for their continued support:

Wednesday, January 10, 2024
12:00 - 1:00 PM ET

Steven Franconeri Professor of Psychology Northwestern University's Kellogg School of Management https://www.kellogg.northwestern.edu/faculty/directory/franconeri_steven.aspx Steven Franconeri is leading scientist, teacher, and speaker on visual thinking, visual communication, and the psychology of data visualization. He is a Professor of Psychology in the Weinberg College of Arts & Sciences at Northwestern, Director of the Northwestern Cognitive Science Program, as well as a Kellogg Professor of Management & Organizations by Courtesy. He is the director of the Visual Thinking Laboratory, where a team of researchers explore how leveraging the visual system - the largest single system in your brain - can help people think, remember, and communicate more efficiently. His undergraduate training was in computer science and cognitive science at Rutgers University, followed by a Ph.D. in Experimental Psychology from Harvard University, and postdoctoral research at the University of British Columbia. His work on both Cognitive Science and Data Visualization has been funded by the National Science Foundation, as well as the Department of Education, and the Department of Defense. He has received a prestigious National Science Foundation CAREER award, given to researchers who combine excellent research with outstanding teaching, and he has received a Psychonomic Society Early Career award for his research on visual thinking.

Register

 I can't make it

Fees:
NIRI Virtual Chapter Members:  $0
Partner Program Chapter Members: $0
Virtual Chapter Sponsors: $0
Non-Virtual Chapter Members and Guests:  $35*

*Due to administrative and processing costs, this fee is non-refundable.

The NIRI Virtual Chapter is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as program concerns, complaints or refund policies, please contact the Virtual Chapter Administrator at 864-384-3265 or via email at This email address is being protected from spambots. You need JavaScript enabled to view it..

Holders of the NIRI IRC® credential can earn 1 professional development unit (PDU) per meeting/webinar.  IRC-credentialed speakers may also earn PDUs.  More information is available at www.niri.org/certification. 

Domain 2: Corporate Messaging Development

Note: Domain numbers referenced above correspond to the 10 core competency domains that make up the IR Competency Framework outlined in NIRI's Investor Relations Body of Knowledge.

 The  Virtual Chapter appreciates the support of our Sponsors

Tuesday, February 13, 2024
12:00 - 1:00pm ET

 

Risks & Rewards - AI's Impact on Investor Relations

Please join us for this webinar that goes beyond the AI narratives you've heard before. In this session, we bring you two seasoned Investor Relations Officers, Gregg Lampf, VP of IR at Ciena, and Kam Mangat, Head of Investor Relations and Corporate Strategy at NEXE Innovations, to share concrete steps for integrating AI into your investor relations program. Delve into their experiences, from initial steps to successful implementation, as they explore the specific tasks where AI proves most beneficial and strategies for fostering adoption within your organization. 

Joining the conversation is Jasmeet Ahuja, a Partner at Hogan Lovells, who will provide crucial insights into the legal challenges and considerations in the early stages of AI adoption. Don't miss out on this chance to glean practical insights that will enhance your investor relations program.

panelists:

Gregg Lampf

Vice President, Investor Relations
Ciena

Kam Mangat

Head of Investor Relations & Corp. Strategy
NEXE Innovations

Jasmeet Ahuja

Partner
Hogan Lovells

Co-Moderators:

Lisa Caperelli

VP Investor Relations
Arbutus Biopharma

Joe Hassett

Senior Vice President
Gregory FCA Communications

Register here!

NIRI Philadelphia would like to thank our sponsors for their continued support:

Register Here

November 14, 2023

12:00 - 1:00pm ET

Unconventional Insights: Targeting & Research Innovation

Mark Fasken Co-Founder and COO Irwin Mark Fasken is the co-founder and COO of Irwin, a capital markets software company building a better way to manage investor relations. As COO, Mark works daily with global capital markets professionals at public companies, advisory firms, and investment banks to ensure Irwin's platform helps them achieve their IR goals. Before Irwin, Mark spent nearly a decade in sales and marketing at high-growth software companies. He led a highly skilled sales team at Influitive that directly supported the company's rapid revenue growth to $10M ARR+. As Pressly's former VP of Sales, Mark helped build the sales and marketing team leading up to its acquisition by Vision Critical. Mark is Vice-Chair of the NIRI Annual Conference Committee and is passionate about expanding the education and resources available to IROs, to deliver insight and support that will help inform strategic decisions and success.

Tim Gamache Senior Research Analyst Weiss Multi-Strategy Advisors, LLC Tim Gamache is a Senior Research Analyst on the Global Staples strategy at Weiss Multi-Strategy Advisers, LLC, based in New York.  Joining in June 2022, Tim is responsible for conducting primary research and providing investment recommendations for over 50 consumer staples companies around the world, with a focus on North America and Europe.  As a pioneer in market-neutral investing, the research process at Weiss involves rigorous analysis of financial data complemented third-party and primary-source data to make financial projections.  This work is then used to capture disparities in valuation among similar companies as judged by comparisons of future earnings multiples as well as anticipated returns to price targets based on discounted cash flows.  Prior to joining Weiss, Tim served as a Senior Research Analyst at Tyack Capital as well as on JPMorgan Asset Management's Core US Equity Team for over 15 years.  At JPMorgan, he also helped coordinate the research function across the globe and elevate best investment ideas into worldwide portfolios in his role as Global Sector Coordinator for Consumer Staples. Since 2019, Tim has been a board member for the Consumer Analyst Group of New York (CAGNY), a non-profit organization that is charged with providing fair and collegial forums to share information among investors, analysts, corporate management teams, and the media, highlighted by an annual CAGNY conference in Boca Raton, FL.  He will serve as President for the 2023-24 membership year.  Tim holds a B.S. in Economics with concentrations in Finance and Business & Public Policy from the University of Pennsylvania's Wharton School of Business.  He lives in Long Island with his wife, Cindy, and their three children - Christian, Bradley, and Marisa - in addition to their fun-loving Dalmatian, Brooklyn.

Rebecca Gardy Chief Investor Relations Officer Campbell Soup Company As Campbell's Chief Investor Relations Officer, Rebecca provides strategic advice to senior management on all investor relations matters and is responsible for the company's engagement with shareholders and the broader financial community. Rebecca has nearly three decades of experience in finance, strategy marketing and communications including senior management positions in both private and public companies and across diverse industries including consumer packaged goods, apparel and footwear, and technology. Rebecca is president of NIRI's Philadelphia chapter and is president of NIRI's IR Update Editorial Committee.

NIRI Philadelphia would like to thank our sponsors for  their continued support: 

October 12, 2023

6:30pm - 7:30pm

Join Your NIRI Philadelphia Colleagues at TopGolf, King of Prussia!

Join fellow NIRI Philadelphia professionals for an evening of networking, some great food and drinks, and some fun time with your IR colleagues at Top Golf, King of Prussia.  Dinner and two drinks per person are on the Philadelphia Chapter!

Date:          Thursday, October 12, 2023
Time:          6:30pm - 7:30pm Networking (includes 2 drinks)
                   7:30pm - 9:30pm - Dinner, followed by some practice over the tee
Location:   Top Golf King of Prussia | 588 North Gulph Road | King of Prussia,PA 

Fees:           NIRI Philadelphia Chapter members - No Charge
                    Non-Philadelphia Chapter members and/or Guests:  $30.00

REGISTER NOW!

November 8, 2023

12:00pm - 1:00pm ET

Award-Winning Investor Relations

Jill Chapman Senior Vice President, Head of Investor Relations and Corporate Development Hilton 2023 Winner - Best Overall Investor Relations (Large Cap); Best Overall Investor Relations Officer (Large Cap); Best in Sector (Consumer Discretionary); Best ESG Reporting (Large Cap) Jill is Senior Vice President, Head of Investor Relations and Corporate Development at Hilton. She joined Hilton in 2014. Prior to that, she spent more than 10 years in the financial services industry, most recently at Morgan Stanley where she was an Equity Research Analyst specializing in the lodging industry, including working on the Hilton IPO and subsequent coverage of Hilton, among other hospitality companies.

Lauren Tengler Vice President, Investor Relations Boston Scientific 2023 Winner - Rising Star Lauren Tengler is Vice President, Investor Relations, at Boston Scientific Corporation and has served in that role since July 2021. Prior to joining the Investor Relations team in 2019, Lauren held a variety of roles with increasing responsibility across finance and commercial functions. During her 20+ years at Boston Scientific, Lauren has been able to pursue her passions outside of her day job, including leading the Finance Leadership Development Program and the Massachusetts Finance Diversity Equity & Inclusion Council.

Tiffany Willis Vice President, Head of Investor Relations and ESG Engagement Starbucks 2023 Winner - Best Investor Event (Large Cap) Tiffany Willis serves as Vice President and Head of Investor Relations and ESG Engagement for Starbucks. In her role, Willis leads the Company's financial communication strategy and outreach for over $100 billion in stock market capitalization to ensure Starbucks is appropriately positioned with the investment community. Under her leadership, she has guided stakeholders through multiple CEO transitions, including the transition of Founder, Howard Schultz, as well as managed unionization pressures and substantial macroeconomic headwinds. Prior to Starbucks, Willis served as Vice President of Investor Relations and Corporate Communications Officer for Ingredion, serving as the CEO's ghost-writer in the trenches of the COVID-19 pandemic and height of social injustices, elevated by the senseless murder of George Floyd.

Moderator: Tim Human Senior Reporter IR Magazine Tim Human is senior reporter at IR Magazine. He rejoined the publication in 2019 after two years working as a freelance writer for a range of international clients, including the Economist Intelligence Unit. Previously, he was editor of IR Magazine between 2013-2017. He has also written for Corporate Secretary, IR Magazine's sister publication, and CorpComms, the UK-based magazine for corporate communications professionals.

 Register

I can't make it

October 11, 2023

12:00 - 1:00pm ET

Advocacy Update - Issues on the Hill

 

Speakers:   
      

Ted Allen

 VP, Policy & Advocacy

 Society for Corporate Governance

Ted Allen joined the Society for Corporate Governance in May 2021, where he leads the Society's policy and advocacy efforts. From 2012 to May 2021, he worked at the National Investor Relations Institute (NIRI), where he managed NIRI's advocacy initiatives, publications, and communications. Allen oversaw the creation of NIRI's Investor Relations Body of Knowledge book and policy statements on corporate disclosure, ESG, and earnings guidance. From 2004 to 2012, Allen served as Governance Counsel and Director of Publications at Institutional Shareholder Services (ISS). Before ISS, he practiced law as an associate with Proskauer Rose and Semmes, Bowen & Semmes. He also worked as a journalist for Bloomberg News, The Deal.com, and newspapers in Florida and North Carolina. Allen earned his law degree (with honors) from Georgetown University in 1995 and majored in public policy at Duke University, where he graduated in 1988. He is admitted to practice law in the state of Maryland.

      

Brian Conlan

 

Deputy Legislative Director
for Senator Tammy Baldwin (D-WI)

Brian had led Senate efforts to reform section 13(d) and introduced the Brokaw Act.

  

Niels Holch

Partner

Holch & Erickson LLP 

Niels Holch is a partner in the Washington, D.C. law firm of Holch & Erickson LLP. In his private practice, he represents clients on a wide range of issues before the U.S. Congress and various Federal administrative agencies. Prior to founding Holch & Erickson LLP and a predecessor law firm, McGuiness & Holch, Mr. Holch served as Chief of Staff and Legislative Director for U.S. Senator Mitch McConnell (R-KY), currently the Senate Republican Leader.

 

Mr. Holch is also active in various nonprofit coalitions and organizations, currently serving as the Executive Director of the Shareholder Communications Coalition (Washington, D.C.), and as a Board Trustee of the Luminis Health System (Annapolis, MD).

 

Mr. Holch graduated magna cum laude from Ohio Wesleyan University, receiving a B.A. in Economics and Psychology. He received his J.D., cum laude, from the Georgetown University Law Center. Mr. Holch is admitted to practice in the District of Columbia. He and his family live in Annapolis, Maryland.

Register Here

Join the NIRI Virtual and NIRI San Francisco Chapters for this CPE Credit-Earning Program

Korn Ferry:
Trends in Investor Relations Compensation

Wednesday, September 13, 2023
12:00 pm - 1:00 pm ET
Click here for the program time in your area 

Please plan to join the NIRI Virtual chapter and our Co-Sponsor, the NIRI San Francisco chapter for this upcoming informative event.  We will kick off the 2023-2024 program year with a fireside chat featuring two of Korn Ferry's Corporate Affairs and Investor Relations experts.  Richard Marshall and Peter McDermott will share their insights from the collaborative work done with NIRI to examine both how the Investor Relations role is evolving and what the latest trends are in terms of compensation.  We'll explore some of the Key Takeaways from their work as well as some of the most important results from the survey work.  The session will be a mix of presentations, conversation, and Q&A with audience participation highly encouraged.  Mark this on your calendar as a "can't miss" opportunity to kick off your season of professional development.

Learning Objectives:  Upon completion of this program, participants will be able to

• Understand the current environment for IR Professional Compensation
• Describe the additional functions IR Professionals most commonly manage
• Identify the key components of total compensation
• Apply current competitive compensation ranges to their own salary negotiations

Speakers:

Richard S. Marshallero
Global Managing Director
Corporate Affairs and Investor Relations Center of Expertise
Korn Ferry

Richard S. Marshall is the Global Managing Director, Corporate Affairs Center of Expertise, at Korn Ferry International. He leads the Firm's specialty practice which focuses on corporate communications, investor relations and government affairs.

Since joining the firm in 2005, he has led nearly 400 successful engagements globally, including C-suite officers at Softbank, Alibaba, PepsiCo, Boeing, General Mills and the NFL, and other Fortune Global 500 organizations. In addition, he placed Investor Relations Officers at the world's two largest IPOs, and other leading brands including Alibaba, Walmart, PayPal, Boston Properties, GE and Virgin Galactic.

Before his search career, Marshall spent more than 20 years as a communications and public affairs leader and advisor to four CEOs in three different industries.

Peter McDermott
Senior Client Partner
Global Corporate Affairs & Investor Relations
Korn Ferry

Peter Mc Dermott is a Senior Client Partner in the Corporate Affairs Center of Expertise for Korn Ferry based in the Firm's New York office. A seasoned communications recruiter with both US and European experience, Mr. McDermott has an impressive international track record placing senior-level corporate communications, corporate affairs, and investor relations talent, across a wide spectrum of clients. Mr. McDermott joined Korn Ferry from Heyman Associates, a boutique firm specialized in the corporate affairs function, where he held leadership positions in both their London and New York offices. Mr. McDermott also spent time in the APAC region doing both candidate and business development.

Previously, Mr. McDermott was an associate at a global executive search firm, where he supported multiple financial services practices through research, candidate identification and outreach. He began his career as an intern with Bloomberg LP.

Moderator:
John Nunziati
Investor Relations Partner
Q4 Inc.

John Nunziati is an Investor Relations Partner at Q4. He has spent much of his career in Investor Relations and also has broad financial and operational experience at a number of Silicon Valley technology firms. Prior to joining Q4, he managed Corporate Relationships at IEX, the Investors Exchange. He is active in NIRI and currently serves on the board of directors for the Virtual chapter as VP, Chair, Café Chats, Professional Development and is also a past President for the Chapter.

Register

 I can't make it

Fees:
NIRI  Virtual Chapter Members:  No Charge
NIRI Partner Program Members & Sponsors:   No Charge
NON-NIRI Virtual Chapter Members and Guests:  $35.00*
*Due to administrative and processing costs, this fee is non-refundable.

The NIRI Virtual Chapter is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as program concerns, complaints or refund policies, please contact the Virtual Chapter Administrator at 864-384-3265 or via email at This email address is being protected from spambots. You need JavaScript enabled to view it..

Holders of the NIRI IRC® credential can earn 1 professional development unit (PDU) per meeting/webinar.  IRC-credentialed speakers may also earn PDUs.  More information is available at www.niri.org/certification. 

Domain 1:  IR Strategy Formulation
Domain 7:  Strategic Counsel and Collaboration
Domain 10:  Corporate Governance
Note: Domain numbers referenced above correspond to the 10 core competency domains that make up the IR Competency Framework outlined in NIRI's Investor Relations Body of Knowledge.

Register Now!

Join members of NIRI Philadelphia at Morton's Steakhouse in King of Prussia, as the chapter hosts Matt Brusch and Niels Holch from NIRI National. Over drinks and dinner, we'll have an in-depth conversation on the state of NIRI and where the organization is headed, along with updates on the regulatory front impacting your company.

Date: Thursday, May 11, 2023

Time: 6:00pm-8:30pm

Location: Morton's Steak House - 640 W Dekalb Pike, King of Prussia, PA 19406

Cost: Free for NIRI Philadelphia members, $125 for guests

Register Now!

NIRI Philadelphia would like to thank our sponsors for  their continued support:

Register Now!

On March 2nd NIRI Philadelphia will be hosting an exclusive dinner with Phil Mackintosh, Nasdaq's Chief Economist.  This will be a great opportunity to network over drinks and hors d'oeuvres followed by a three-course dinner with fellow IROs and Phil.  Expect a lively discussion as we look back to 2022 and see what the data tells us about what to expect in 2023.  Are we in a recession? What are corporate earnings telling us?  What can we expect from the Fed in 2023? and more...

Location: Blue Bell Inn

Date/Time: Thursday, March 2, 2023, 6:00pm - 9:00pm

Cost: FREE for NIRI Philadelphia Members, Non-Members $125

Register Now!

Register Now!

On April 4th, join NIRI Philadelphia for a one-on-one conversation with Peter McDermott, Senior Client Partner in Korn Ferry's Corporate Affairs and Investor Relations Center of Expertise. Peter will present the key findings of the latest NIRI/Korn Ferry Investor Relations Career Trends Survey Report. He will also discuss career progression for IROs and recent updates across the IR job market.

Location: Virtual/Zoom

Date/Time: Tuesday, April 4th at 12:00pm EST

Cost: Free

Presentation: Click here

Register Now!

NIRI Philadelphia would like to thank our sponsors for  their continued support:

ESG – A Different Perspective on Global Climate Change

Register Now!

Location: Virtual

Date/Time: Wednesday, December 14, 2022, from 12:00pm-1:00pm

Cost: FREE for NIRI Philadelphia Members, Guests are also welcome to attend this event for free

Meet Dr. Koonin: 

Looking into the Crystal Ball of the Mid-term Elections

Register Now!

Put aside the current political talk about the mid-terms, potential change has obvious implications for the private sector and others that pundits and observers haven’t identified yet. How will a leadership shift affect capital markets? What new regulatory minefields might be created? What happens to sectors such as healthcare? Is stuff really going to get done?

NIRI Philadelphia hosts members of FTI Consulting’s Public and Government Affairs teams to provide thoughts about these questions and more to get you ready for the mid-term elections. This will be an objective, non-partisan view of key areas nationally and regionally you may want to watch in November.

Location: Virtual

Date/Time: Monday, October 24, 2022, from 12:00pm-1:00pm

Cost: FREE for NIRI Philadelphia Members, $25 for Guests

Meet the speakers: 

Ken Inchausti, Managing Director, Corporate Reputation, Healthcare & Life Sciences
Moderator

Adam Rice, Managing Director, US Public Affairs, Financial Services
Adam Rice is a Managing Director in the Strategic Communications segment of FTI Consulting, and he is based in Washington, D.C. Mr. Rice is a member of the Financial Services Public Affairs team and assists the Government Affairs team in lobbying the House Financial Services Committee, Senate Banking Committee, and Congressional leadership. 

Katie Brown, Director, Government Affairs & Lobbying, Healthcare & Life Sciences
Katie Brown has over ten years of combined experience working both on and off Capitol Hill as a legislative and government relations strategist. 

Brent McGoldrick, Senior Managing Director, Head of Digital & Insights
Brent McGoldrick is a Senior Managing Director in the Strategic Communications segment and is based in Washington D.C. He leads the digital, analytics and insights offerings in the Americas.​

Register Now!

September 28, 2022 
5:45pm – 8:00pm

Join your NIRI Philadelphia colleagues for an in-person event to network, socialize and enjoy a night out.  We are excited to kick off this year’s calendar with a fun night at the Speed Raceway.  There will be racing, axe throwing, and more!  This is a great opportunity to get to know your fellow chapter members, network, and learn about some of the meeting topics and fun events we have planned for this year!

Location: Speed Raceway

Address: 200 Blair Mill Road, Suite 100, Horsham, PA 19044

Date/Time: Wednesday, September 28th from 5:45pm – 9:00pm

Cost: FREE for NIRI Philadelphia Members, $25 for Guests

We look forward to seeing you at our Fall Social and kicking off a memorable year!

Register Now!

May 18, 2022

12:00 - 1:00 pm ET

Join NIRI Philadelphia and an expert panel for a deep dive into the SEC's recently proposed rulemaking.  The panel will discuss each proposals primary goals, concerns, timelines and potential impact to issuers and IROs.  Topics to be covered include: Climate-Related Disclosure Proposal, Rule 10b5-1, accelerated 13D Filings, SPAC Disclosure Rule, and more.  

March 18, 2022
Virtual Program Event
11:00 am - 12:00 pm CST/ 12:00 pm - 1:00 pm EST
See the Replay Here

Replay Available Here

February 25, 2022

7:30 AM  8:30 AM

Join your fellow NIRI Philadelphia members for a members only morning coffee and an interactive session to discuss any investor relations topic of interest to you.  Feel free to submit your discussion topics or questions in advance.

Date:  Friday, February 25, 2022
Time:  7:30 am - 8:30 am

No charge for members

Register Now!

January 21, 2022

12:00 - 1:00 pm ET

Are you hosting an analyst day in 2022?  If so, then plan on attending this informative session to hear unique perspectives from the buy-side and IROs from Fortune 500 companies.  

Topics to be discussed include recent experiences, pros/cons of a virtual event, impact on lasting relationship, logistical challenges, and investor expectations. 

December 7, 2021

6:00 pm - 8:00 pm

Join your NIRI Philadelphia colleagues for an in-person event to network, socialize and enjoy a night out. Tasty bites and an open bar with great local craft beer, wine and cocktails are included as part of the event. As a special gift from the chapter, each participant will receive a Love Your Melon winter beanie, which helps support the fight against pediatric cancer.

Location: Conshohocken Brewing Company Tap Room KOP

Address: 3100 Horizon Dr., King of Prussia, PA 19406

Date/Time: Tuesday, Dec. 7th from 6:00pm - 8:00pm

Cost: FREE for NIRI Philadelphia Members, $25 for Guests

We look forward to seeing you at our Winter Social and capping off a memorable year! Register Now!

Register Now!

June 14, 2022

7:00 pm

Join NIRI Philadelphia for a night out at the ballpark. Our summer social event will be held in Suite 61 at Citizens Bank Park as the Phillies take on the Miami Marlins on Tuesday, June 14th. Help us cheer on our home team and enjoy original Philly tastes and drinks.

Location: Citizens Bank Park - Suite 61

Address: 1 Citizens Bank Way, Philadelphia, PA 19148

Date/Time: Tuesday, June 14th 2022. First pitch is 7:05 pm

Cost: FREE for NIRI Philadelphia Members, $25 for Guests

We look forward to seeing you at our Summer Social! 

Register Now!

April 13, 2022
12:30 - 1:30 pm ET

November 17, 2021

12:00 pm - 1:00 pm ET

Over the past year-plus, public health and social justice crises have galvanized stakeholder scrutiny of corporations’ business practices and treatment of their employees, and dramatically increased investor demand for disclosures and actions on these issues. What should investor relations professionals keep top of mind as we close out the fiscal year and enter proxy engagement season? In this session, we will hear from experts Jane Storero, Senior Corporate Governance Counsel at the Long Term Stock Exchange, and Lyndon Park, Head of Governance Solutions at ICR.

September 15, 2021

6:00 - 8:00 pm

 Thursday, December 17, 2020

5:00 pm - 6:30 pm EST

Thursday, September 17, 2020

12:00 pm - 1:00 pm

• Kevin Coleman - Vice President, Investor Relations at AMETEK, Inc.
• Lisa Caperelli - Assoc. Vice President, Investor Relations at Harmony Biosciences
• Ari Davies - Global Head of Corporate Analytics at IHS Markit
• S. Scott Usechek - Managing Director at Wellington Management Company

Thursday, April 7, 2016

11:30am - 1:07pm EDT

Capital Markets and Financial Planning & Analysis

Moderator and Speaker Bios

Wednesday, August 12, 2020

5:00 – 6:00 pm

Friday, October 16, 2020

12:00 pm - 1:00 pm Eastern time

 Thursday, November 19, 2020

12:00 pm - 1:00 pm EST

Today, there is more responsibility placed on IROs through the impact of MIFID II, growth of corporate access, and the lasting impacts of COVID.  Direct investor engagement has been a growing trend for how corporates interact with the buyside.  

Please join us for an exciting panel with Fidelity Investments and Nasdaq on discussing direct engagement trends, effective investor targeting, and best practices in communicating your story to the buyside.

Wednesday, January 20, 2021

12:00 pm - 1:00 pm EST

Are you ready for Year-End Reporting Season? Are you up-to-date on the latest rules and regulations for 2021?

Join us on Wednesday, January 20, 2021 as Lauren Luptak, Senior Associate at Troutman Pepper and Chad Spitler, Founder and CEO of Third Economy review the latest disclosure requirements pertaining to Human Capital, COVID, board diversity and ESG. If you want to be sure you provide sufficient detail in your filings to meet shareholders expectations and conduct a successful virtual annual shareholder meeting then you won't want to miss this meeting.

Moderator: 
Scott Siegel, Broadridge Financial

Panelists:
Lauren Luptak, Associate, Troutman Pepper Hamilton Sanders LLP.
Chad Spitler, Founder and CEO, of Third Economy

Tuesday, February 2, 2021

12:00 pm - 1:00 pm EST

 Friday, March 19, 2021

 12:00 pm - 1:00 pm EST

Understanding market expectations is obviously an important function of a successful Investor Relations team. What can or should be done when the Street (sell-side) estimates are different from management's expectations? Does the buy-side still use "consensus," to what extent has this changed over the past decade, and what is the sell-side reaction to these changes?

Please join NIRI Philly and our esteemed panelists to learn more about how the creators and users of consensus estimates manage this process. The panel discussion will be followed by a Q&A/roundtable where participants can share their experiences and/or ask questions.

Panelists
Greg Gilbert, Managing Director at Truist Securities
Ryan Smith, Associate Analyst, Janus Henderson Investors
Christiane Pelz, Vice President, Investor Relations, Five Below, Inc.

Friday, April 12, 2021

12:00 pm - 1:00 pm

The National Investor Relations Institute recently convened a Think Tank to look at Artificial Intelligence. Their Findings, Published in a report Titled, "Artificial Intelligence in Investor Relations"  examined AI's impact on valuation and investment decisions and how it will change everything from strategy development, communications, and how we advise the Board and management.

Join NIRI Philadelphia for an Exciting Webinar where we have assembled a Panel of distinguished experts on AI, Big Data and Investor Relations to discuss this very timely topic.  

Moderator:

Gary LaBranche, FASAE, CAE
President and CEO
National Investor Relations Institute (NIRI)

Panelists:

Richard Hockley
Head of Client Solutions
UBS Evidence Lab

Robert Tull
Founder
Pegassets LLC

 Tuesday, May 25, 2021

12:00 pm - 1:00 pm

Thursday, February 20, 2020

11:30am - 1:00pm EST

Thursday, February 20, 2020

11:30am - 1:00pm EST

Thursday, February 20, 2020

7:30am - 9:00am EST

• Alyse Bodine, Co-Managing Partner, Global Financial Officers Practice at Heidrick & Struggles
• Barbara Gasper, Senior Advisor of the Arbor Advisory Group
• Gary Sender, Chief Financial Officer, Nabriva Therapeutics

NIRI Think Tank Report

The Future of IR - Speaker Biographies

Wednesday, October 23, 2019

7:30am - 9:00am EST

SPEED DATING... INVESTOR RELATIONS STYLE

Thursday, April 26, 2018

5:30pm - 7:30pm EDT

Monday, October 8, 2018

7:30am - 9:00am EST

Donna Serdula is an engaging speaker, strategist, author and founder of LinkedIn-Makeover.com, https://www.linkedin-makeover.com/, and Vision Board Media, an executive branding company. Since 2009, Donna has worked with companies and individuals from all over the world. Her mission is to help professionals take control of their Internet presence and truly present themselves in a way that inspires, impresses, and builds confidence in their abilities, products, and services.

Thursday, September 12, 2019

7:30am - 9:00am EDT

Wednesday, July 10, 2019

5:30pm - 8:00pm EDT

Friday, March 22, 2019

7:30am - 9:00am EDT

Market Dynamics

Thursday, February 7, 2019

7:30am - 9:00am EST

Wednesday, November 14, 2018

6:00pm - 8:00pm EST

Thursday, September 27, 2018

7:30am - 9:00am EDT

Thursday, May 17, 2018

6:00pm - 8:00pm EDT

Thursday, March 29, 2018

7:30am - 9:00am EDT

Friday, February 23, 2018

7:30am - 9:00am EST

Wednesday, January 17, 2018

7:30am - 9:00am EST

Thursday, December 14, 2017

5:30pm - 7:30pm EST

Thursday, November 16, 2017

12:00pm - 2:00pm EST

Richard Hantke  Regional Managing Director Zacks Investment Research

 

Arndt Ellinghorst CEO & Head of Global Automotive Research Evercore ISI UK

 

Jack Miller COO of Global Equities  RW Baird & Co.

 

Dan Romito Global Head of Investor Analytics NASDAQ

 

Christopher S. Dearborn Managing Director,  Market Intelligence Desk NASDAQ

Friday, October 6, 2017

7:30am - 9:00am EDT

Wednesday, September 20, 2017

7:30am - 9:00am EDT

Sunday, June 4, 2017

9:30pm - 11:59pm EDT

SAVE THE DATE!

Thursday, May 11, 2017

6:00pm - 8:00pm EDT

Thursday, April 6, 2017

7:30am - 9:00am EDT

Friday, March 10, 2017

7:30am - 9:00am EST

Friday, February 17, 2017

7:30am - 9:30am EST

Ernie Cecilia Chief Investment Officer The Bryn Mawr Trust Company

Krzysztof (Kris) A. Kowal, PhD, CFA  Managing Director, Fixed Income Investments DuPont Capital Management

Kelley A. McKee, CFA Vice President, Portfolio Manager, Equity Analyst Delaware Investments

Friday, January 6, 2017

7:30am - 9:30am EST

• Brian Begley, CFA, Portfolio Manager, Philadelphia Investment Partners
• Frederick Cooper, Senior Vice President - Finance, International Development & Investor Relations, Toll Brothers, Inc.

Friday, November 18, 2016

7:30am - 9:30am EST

Wednesday, October 12, 2016

7:30am - 9:30am EDT

Wednesday, January 17, 2018

  7:30am - 9:00am EST

Sunday, June 05, 2016

8:43pm EDT

Thursday, May 12, 2016

6:00pm - 8:00pm EDT

Friday, March 4, 2016

8:00am - 11:00am EST

Wednesday, February 17, 2016

7:30am - 9:00am EST

Friday, January 8, 2016

7:30am - 9:00am EST

SAVE THE DATE!

Wednesday, December 2, 2015

6:00pm - 8:00pm EST

SAVE THE DATE!

Thursday, November 12, 2015

6:00pm - 8:00pm EST

SAVE THE DATE!

Friday, October 9, 2015

7:30am - 9:00am EDT

SAVE THE DATE!

Friday, September 11, 2015

7:30am - 9:00am EDT

SAVE THE DATE!

Sunday, June 14, 2015

9:00pm EDT

SAVE THE DATE!

Tuesday, May 5, 2015

5:30pm EDT

SAVE THE DATE!

Friday, April 10, 2015

7:30am EDT

SAVE THE DATE!

Thursday, March 19, 2015

7:30am EDT

SAVE THE DATE!

Friday, February 6, 2015

7:30am EST

SAVE THE DATE!

Thursday, December 4, 2014

SAVE THE DATE!

Wednesday, November 12, 2014

7:30am EST

SAVE THE DATE!

Friday, October 10, 2014

7:30am EDT

SAVE THE DATE!

Thursday, September 25, 2014

5:30pm EDT

SAVE THE DATE!

Sunday, June 8, 2014

SAVE THE DATE!

Thursday, May 8, 2014

6:00pm EDT

SAVE THE DATE!

Thursday, April 10, 2014

SAVE THE DATE!

Thursday, March 13, 2014

5:30pm EDT

SAVE THE DATE!

Thursday, January 16, 2014

1:00pm - 4:15pm EST

SAVE THE DATE!

Wednesday, December 11, 2013

6:30pm EST

SAVE THE DATE!

Thursday, November 14, 2013

7:30pm EST

SAVE THE DATE!

Tuesday, September 24, 2013

6:30pm EDT

SAVE THE DATE!

Monday, August 26, 2013

6:30pm EDT

SAVE THE DATE!

Monday, August 26, 2013

6:30pm EDT

SAVE THE DATE!

Thursday, May 9, 2013

6:30pm EDT

SAVE THE DATE!

Friday, April 12, 2013

7:30am - 9:30am EDT

SAVE THE DATE!

View Presentation

Friday, March 1, 2013

7:30am - 9:30am EST

SAVE THE DATE!

Thursday, January 17, 2013

6:30pm EST

SAVE THE DATE!

Tuesday, December 18, 2012

6:00pm - 9:00pm EST

SAVE THE DATE!

Thursday, November 29, 2012

7:30am EST

SAVE THE DATE!

Thursday, October 11, 2012

6:00pm - 9:00pm EDT

SAVE THE DATE!

Thursday, June 21, 2012

6:30pm EDT

SAVE THE DATE!

Sunday, June 3, 2012

3:30pm - 6:00pm EDT

SAVE THE DATE!

Thursday, May 10, 2012

5:30pm EDT

SAVE THE DATE!

Thursday, April 12, 2012

5:45pm EDT

SAVE THE DATE!

Friday, March 30, 2012

7:30am EDT

SAVE THE DATE!

Friday, February 3, 2012

7:30am EST

SAVE THE DATE!

Thursday, January 19, 2012

6:00pm EST

SAVE THE DATE!

Tuesday, December 20, 2011

6:00pm EST

SAVE THE DATE!

Thursday, December 8, 2011

6:00pm EST

SAVE THE DATE!

Friday, November 18, 2011

7:30am EST

SAVE THE DATE!

Thursday, October 6, 2011

6:00pm EDT

SAVE THE DATE!

Thursday, September 15, 2011

6:00pm EDT

SAVE THE DATE!

Friday, June 24, 2011